Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
5.72%
6 Months
3.83%
23.48%
1 Year
9.77%
38.68%
3 Years
13.19%
26.01%
5 Years
12.01%
16.58%
Since Inception
14.38%
18.98%
Fund Age
6 yrs 8 mo
16 yrs 6 mo
AUM
₹42.66 Cr
₹1,885.18 Cr
Alpha – 1 Year
3.80%
33.96%
Alpha – 3 Years
2.30%
13.92%
Information Ratio – 3 Years
0.23
1.27
Volatility – 1 Year
15.84%
28.06%
Volatility – 3 Years
12.64%
20.41%
Beta – 1 Year
1.56
1.39
Beta – 3 Years
1.48
1.06
Sharpe Ratio – 1 Year
0.32
1.12
Sharpe Ratio – 3 Years
0.70
1.06
Worst Rolling Year
9.09%
-4.06%
Value at Worst Rolling Year
₹1.09 Cr
₹0.96 Cr
Deepest Drawdown
−15.18%
−18.24%
Recovery Period
119 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
15.49%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 37% · M 21% · S 27%
L 40% · M 32% · S 24%
Number of Stocks
16
28
Portfolio P/E
—
45.86
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%